We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
Top 100 P&C Agencies (2023, 2024, 2025)
MVP Account Managers (Insurance Journal)
Top P&C Agent of the Year (Insurance Journal) 2022
50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
Insurance Support Specialist
This is a wonderful role to start on a career path in Commercial Insurance! The Support Specialist is responsible for duties including: retrieving, analyzing, and processing documents and data for the Commercial and Personal Lines departments. This position requires working daily with insurance carriers, vendors and internal staff.
How You will be Compensated:
$19-$25/hr Depending on Experience
Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
Free Employee Assistance Program
Paid Holidays, Paid Sick Time, and Flexible Vacation Time
Paid Parental Benefits
Disability and Life Insurance
401(k) with 50% match
Flexible Spending Plan (FSA) and Health Savings Account (HSA
What You will Do:
Provide quality internal customer service to peers by maintaining relationships, managing expectations and using professional communication that is friendly, timely and clear.
Performs processing duties including:
Cross-trained on all outsourced tasks
Manages and routes incoming mail and email from clients and carriers
Maintains client files with excellent documentation and organization of data
Assists CL Operations, Marketing, Risk Management, Service and Personal Lines teams on various tasks and special projects
Executes basic client servicing requests
Robotic Process Automation
Assists with running BOTs and resolving or escalating exceptions within expected turnaround times
Qualifications
High School Diploma or GED
Proficient in Microsoft Office Suite
Ability to learn new software applications
Professional demeanor
Positive work ethic
Numbers & Facts
Location
San Luis Obispo, CA
Salary
$19–$25 Per Hour
Skills
Automationunmatched
Best Practicesunmatched
Customer Support/Serviceunmatched
Data Processingunmatched
Dental Insuranceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
File Maintenanceunmatched
Flexible Spending Accountsunmatched
High School Diplomaunmatched
Insuranceunmatched
Insurance Salesunmatched
Mail Processingunmatched
Marketingunmatched
Outsourcingunmatched
Risk Managementunmatched
Sales Managementunmatched
Time Managementunmatched
Vision Planunmatched
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